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Robert Hagstrom - Trainer and instructor
Robert
Hagstrom
CFA
Chief Investment Officer
EquityCompass
Global Investing, Investment Philosophy, Economics, Chief Investment Strategist, Portfolio Management, Financial Services

Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.

United States (Pennsylvania)
Global
English
Gold

Member
Mark W. Guthner - Trainer and instructor
Mark W.
Guthner
CFA
Partner
Timeline Partners LLC
Stock Options, Equity Analysis, Risk Management, Credit Analysis, Asset classes and valuation, Portfolio Management

Helping professional & self-directed investors make better investment & wealth management decisions.

United States (New Jersey)
Global
English
Gold

Member
Ken Frier - Trainer and instructor
Ken
Frier
Partner
SECOR Asset Management
Institutional Investing, asset allocation, Portfolio Management, Asset Management, Portfolio strategy, Portfolio Construction

Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.

United States (California)
North America
English
Gold

Member
Niall OMalley - Trainer and instructor
Niall
OMalley
Portfolio Manager
Blue Point Investment Management
Macroeconomics, Market Structure, Financial Analysis, Equity research, Due diligence, Risk Management

Presentations combine history, economics and finance. Strong audience engagement.

United States
Global
English
Gold

Member
Carol Schleif - Trainer and instructor
Carol
Schleif
CFA
Deputy Chief Investment Officer
Abbot Downing
Financial Services, Portfolio Construction, Portfolio Management, Avoiding Common Investment Miistakes, Chief Investment Strategist, Money Management

Experienced, high energy investment professional with 35 years front line experience in strategy dev
Global
English
Gold

Member
Christopher K. Merker - Trainer and instructor
Christopher K.
Merker
Ph.D., CFA
Executive Director
Fund Governance Analytics, LLC
Investment Management, Portfolio Management, Asset Management, Wealth Management, Finance, Startup

All things related to governance and sustainability in investment management look no further.

United States
Global
German
English

Member
Rick Ferri - Trainer and instructor
Rick
Ferri
CFA
Founder and CEO
Ferri Investment Solutions
Finance and Investment, Portfolio Management, portfolio management techniques, Portfolio strategy, Exchange-traded funds, Index Funds

Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments

United States
Global
English
Gold

Member
Alicia Garcia-Herrero - Public speaker
Alicia
Garcia-Herrero
Chief Economist Asia Pacific
Natixis
Economics, Emerging Markets, International Economics, Macroeconomics, Banking, Econometrics

After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas

Hong Kong S.A.R. (China)
Global
English
Spanish
French
Italian
German
Gold

Member
Greg Davies - Trainer and instructor
Greg
Davies
PhD
Head of Behavioural Finance
Oxford Risk
Behavioural Finance, behavioural economics, Investment Decision Making, Decision Science, Finance and Investment, Wealth Management

Making applied behavioural finance fascinating, practical and accessible for any audience.

United Kingdom
Global
Gold

Member
Spyros Ktenas - Trainer and instructor
Spyros
Ktenas
Researcher
Ionian University
Project Management, Program Management, Portfolio Management, Health IT, Project Leadership, Risk Management

Project/Program/Portfolio leader, one of the very few certified Portfolio Managers.

Sweden
Global
Greek
English

Member
Iain Fraser - Trainer and instructor
Iain
Fraser
PMP
Consultant/Speaker/Author
Jacobite Consulting Ltd
Portfolio Management, Program Management, Value Management, Business Strategy

Hugely experienced speaker and trainer. Fun & smart with global experience. Published author.

New Zealand
Europe
North America
Central Asia
South-East Asia
Middle East, Africa
Australia & New Zealand
English

Member
Joseph Grmovsek LLB - Public speaker
Joseph
Grmovsek LLB
EX-Inside Trader/Lawyer/Prisoner
Program Director
Restorative Justice Housing Ontario
White Collar Crime, Effective Ethics Program, Compliance, Business Ethics, Insider Trading, Investing

My story is the basis of the film "Collared" and is an ethics object-lesson for professionals.

Canada
Global
English

Member